Shinhan Asset Management, 'SOL Semiconductor SoBuJang Fn'... "Net Assets Surpass 230 Billion Won"

Shinhan Asset Management announced on the 1st that its ‘SOL Semiconductor SoBuJang’ ETF, the only domestic ETF focused on semiconductor materials, parts, and equipment (materials, parts, and equipment), attracted 72.4 billion KRW in individual investor funds since the beginning of the year, ranking first among 17 semiconductor ETFs in Korea. Along with institutional investors’ funds anticipating a rebound in the semiconductor industry, the ETF’s total net assets exceeded 230 billion KRW just four months after its listing.

Kim Jeong-hyun, Head of the ETF Business Division at Shinhan Asset Management, said, “Many investors, including experts, are focusing on the semiconductor sector as the next beneficiary in the rotation cycle following secondary batteries. The reason both individual and institutional investors are paying attention to the SOL Semiconductor SoBuJang ETF is that it is considered to best reflect the evolving semiconductor corporate ecosystem, including HBM (High Bandwidth Memory) and AI semiconductors.”

The inflow of funds into the SOL Semiconductor SoBuJang ETF is also supported by its top-tier returns among semiconductor ETFs. As of the 31st of last month, the ETF recorded 1-month and 3-month returns of 13.46% and 35.97%, respectively.

Kim explained, “Since the listing of the SOL Semiconductor SoBuJang ETF, key constituent stocks such as Hanmi Semiconductor, ISC, EO Technics, and Daeduck Electronics Haesung DS?representative companies in semiconductor materials, parts, equipment, and substrates?have all risen steadily. Stocks added during the June rebalancing, including HPSP, Hana Micron, and Dongjin Semichem, are also showing positive trends.”

The SOL Semiconductor SoBuJang ETF is characterized by a portfolio focused on high-quality SoBuJang companies, excluding comprehensive semiconductor manufacturers like Samsung Electronics and SK Hynix. It concentrates investments in 20 stocks, including major semiconductor SoBuJang companies such as Hanmi Semiconductor, HPSP, Lake Materials, and Dongjin Semichem, as well as semiconductor post-processing companies like ISC, Hana Micron, and SFA Semiconductor.

This content was produced with the assistance of AI translation services.